Institute for Wealth Management, LLC.'s ownership history for DOL

Institute for Wealth Management, LLC. currently holds 11.0K shares with a market value of $748.1K. It started holding DOL on 2024-09-30. At its peak, it held 11.8K shares on 2024-09-30. Its highest holding value was $748.1K on 2026-03-31. At its lowest, it held 11.0K shares on 2026-03-31, with a value of $579.5K on 2024-12-31. In the recent 180 days, Institute for Wealth Management, LLC. has decreased its shares by 373. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 673.